Ep Wealth Advisors, LLC Purchases in Q4 2024

Ep Wealth Advisors, LLC

  • $11.7 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
PANL
Pangaea Logistics Solutions Ltd.

Industrials
10.1K
New
$4.84 - $7.2 $48.7K - $72.5K
10.1K $53K
EEMV
Ishares Msci Emerging Markets

ETFs
1.59K
+ 19.19%
$57.85 - $63.11 $92.1K - $100K
9.89K $573K
FE
Firstenergy Corp

Utilities
2.44K
+ 24.81%
$39.14 - $44.52 $95.4K - $109K
12.3K $487K
MFC
Manulife Financial Corp

Financial Services
1.32K
+ 12.34%
$29.21 - $32.87 $38.4K - $43.3K
12K $367K
GTES
Gates Industrial Corp PLC

Industrials
504
+ 3.61%
$17.3 - $22.93 $8.72K - $11.6K
14.5K $297K
ZUO
Zuora Inc

Technology
3.49K
+ 26.8%
$8.37 - $9.98 $29.2K - $34.8K
16.5K $163K
CORT
Corcept Therapeutics Inc

Healthcare
476
+ 7.3%
$44.66 - $60.85 $21.3K - $29K
7K $352K
LNC
Lincoln National Corp

Financial Services
1.51K
+ 16.69%
$30.46 - $36.84 $45.9K - $55.5K
10.5K $334K
SR
Spire Inc

Utilities
701
+ 21.44%
$62.24 - $73.38 $43.6K - $51.4K
3.97K $269K
SKYY
First Trust Cloud Computing Et

ETFs
31
+ 1.17%
$99.98 - $130.46 $3.1K - $4.04K
2.67K $318K
FTV
Fortive Corp

Technology
1.28K
+ 10.35%
$71.16 - $79.68 $91.1K - $102K
13.6K $1.02M
IYK
Ishares U.S. Consumer Staples

ETFs
851
+ 50.5%
$65.32 - $70.92 $55.6K - $60.4K
2.54K $166K
EEFT
Euronet Worldwide, Inc.

Technology
393
+ 18.37%
$96.0 - $106.61 $37.7K - $41.9K
2.53K $260K
FHLC
Fidelity Covington Tr Msci Hea

ETFs
912
+ 54.64%
$64.85 - $73.04 $59.1K - $66.6K
2.58K $168K
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
2.43K
+ 15.18%
$17.93 - $18.8 $43.5K - $45.6K
18.4K $335K
IWS
Ishares Russell Midcap Value E

ETFs
1.22K
+ 3.17%
$128.08 - $140.32 $156K - $171K
39.6K $5.12M
CHY
Calamos Convertible & High Income Fund

Financial Services
3.35K
+ 19.82%
$11.79 - $12.56 $39.4K - $42K
20.2K $245K
IOO
Ishares Tr Global 100 ETF

ETFs
356
+ 7.05%
$97.46 - $103.45 $34.7K - $36.8K
5.41K $544K
UBSI
United Bankshares Inc

Financial Services
170
+ 0.2%
$35.53 - $43.29 $6.04K - $7.36K
83.7K $3.14M
JCI
Johnson Controls International PLC

Industrials
362
+ 3.14%
$74.23 - $86.6 $26.9K - $31.3K
11.9K $939K
PFS
Provident Financial Services Inc

Financial Services
2.07K
+ 18.22%
$17.64 - $21.86 $36.6K - $45.3K
13.5K $253K
NI
Nisource Inc.

Utilities
334
+ 2.37%
$33.74 - $38.25 $11.3K - $12.8K
14.4K $530K
EMLC
Vaneck ETF Tr J.P. Morgan Em L

ETFs
2.58K
+ 33.54%
$23.11 - $25.17 $59.6K - $64.9K
10.3K $237K
MGRC
Mcgrath Rentcorp

Industrials
239
+ 10.98%
$103.9 - $122.55 $24.8K - $29.3K
2.42K $270K
WAB
Westinghouse Air Brake Technologies Corp

Industrials
70
+ 2.01%
$180.39 - $205.43 $12.6K - $14.4K
3.55K $672K
EA
Electronic Arts Inc.

Communication Services
111
+ 1.29%
$140.69 - $167.97 $15.6K - $18.6K
8.69K $1.27M
MUC
Blackrock Muniholdings California Quality Fund, Inc.

Financial Services
4.88K
+ 37.91%
$10.55 - $11.6 $51.4K - $56.6K
17.7K $188K
CNDT
Conduent Inc

Technology
10K
New
$3.56 - $4.41 $35.7K - $44.2K
10K $40K
TBT
Proshares Ultrashort 20+Year T

ETFs
82
+ 1.5%
$29.37 - $36.85 $2.41K - $3.02K
5.53K $202K
SPMD
Spdr Portfolio

ETFs
731
+ 18.83%
$54.13 - $59.56 $39.6K - $43.5K
4.61K $252K
CNQ
Canadian Natural Resources LTD

Energy
2.36K
+ 16.62%
$29.51 - $37.6 $69.6K - $88.6K
16.5K $510K
SCI
Service Corp International

Consumer Cyclical
465
+ 14.63%
$73.36 - $88.6 $34.1K - $41.2K
3.64K $290K
WAL
Western Alliance Bancorporation

Financial Services
615
+ 14.8%
$80.51 - $96.1 $49.5K - $59.1K
4.77K $398K
RPG
Invesco Exchange Traded Fd Tr

ETFs
741
+ 16.34%
$38.88 - $44.07 $28.8K - $32.7K
5.28K $217K
SNAP
Snap Inc

Communication Services
3.33K
+ 6.83%
$9.98 - $12.86 $33.2K - $42.8K
52K $560K
CTSH
Cognizant Technology Solutions Corp

Technology
537
+ 6.05%
$74.37 - $82.32 $39.9K - $44.2K
9.41K $723K
CW
Curtiss Wright Corp

Industrials
43
+ 4.74%
$335.08 - $389.49 $14.4K - $16.7K
951 $337K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
494
+ 24.81%
$81.68 - $82.93 $40.3K - $41K
2.49K $203K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
343
+ 10.59%
$209.89 - $233.24 $72K - $80K
3.58K $760K
USRT
Ishares Core U.S. Reit ETF

ETFs
903
+ 26.4%
$55.97 - $62.75 $50.5K - $56.7K
4.32K $247K
MKL
Markel Corp

Financial Services
5
+ 2.89%
$1542.01 - $1785.11 $7.71K - $8.93K
178 $307K
IDU
Ishares Tr U S Utils ETF

ETFs
667
+ 13.94%
$94.65 - $105.73 $63.1K - $70.5K
5.45K $524K
CRS
Carpenter Technology Corp

Industrials
95
+ 4.58%
$149.5 - $196.14 $14.2K - $18.6K
2.17K $367K
CB
Chubb LTD

Financial Services
440
+ 6.09%
$271.57 - $301.89 $119K - $133K
7.67K $2.12M
STKL
Sun Opta Inc.

Consumer Defensive
2.32K
+ 18.66%
$5.72 - $7.89 $13.2K - $18.3K
14.7K $113K
SWIM
Latham Group, Inc.

Industrials
3.88K
+ 9.78%
$5.42 - $8.35 $21K - $32.4K
43.6K $303K
XMMO
Invesco Exchange Traded Fd Tr

ETFs
200
+ 7.77%
$119.61 - $136.3 $23.9K - $27.3K
2.78K $342K
MRC
Mrc Global Inc.

Energy
2.57K
+ 19.57%
$12.11 - $14.44 $31.1K - $37.1K
15.7K $200K
UMBF
Umb Financial Corp

Financial Services
130
+ 5.83%
$101.15 - $127.6 $13.1K - $16.6K
2.36K $266K
Activity Summary
Buys All Purchases 688 New Holdings 165 Increased Positions 523 Sells All Sells 476 Reductions 476 Sold out 0 Options Calls 0 Puts 0
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